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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

115 hedge funds and large institutions have $152M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$9.89M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.38M
3
Jane Street
3
Jane Street
New York
$1.18M
4
QC
4
Quadrature Capital
United Kingdom
$2.19M
5
UBS Group
5
UBS Group
Switzerland
$8.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
AC
2
Avestar Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
LPL Financial
4
LPL Financial
California
$20.7M
5
Raymond James Financial
5
Raymond James Financial
Florida
$7.24M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$225K 14,807 -1,112 -7%
AAS
52
Avantax Advisory Services
Texas
$221K 14,583 -14,655 -50%
HA
53
HFG Advisors
Ohio
$211K 13,890 -350 -2%
WW
54
Waterfront Wealth
Kansas
$208K 13,735 – –
GWM
55
Geneos Wealth Management
Colorado
$203K 13,392 -15,938 -54%
SG
56
StoneX Group
New York
$194K 12,753 -6,949 -35%
MC
57
Moors & Cabot
Massachusetts
$188K 12,361 +10 +0.1%
KPWS
58
Kestra Private Wealth Services
Texas
$183K 12,023 -536 -4%
PFG
59
Prosperity Financial Group
California
$180K 11,867 +71 +0.6%
DADC
60
D.A. Davidson & Co
Montana
$171K 11,290 +33 +0.3%
WE
61
Wealth Effects
Massachusetts
$159K 10,500 – –
SOS
62
Silver Oak Securities
Tennessee
$154K 10,167 +26 +0.3%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$153K 10,092 +47 +0.5%
NWM
64
Nova Wealth Management
Florida
$144K 9,465 -4,454 -32%
HI
65
Harbour Investments
Wisconsin
$139K 9,138 -1,583 -15%
GRP
66
Global Retirement Partners
California
$116K 7,614 +7,614 New
RFG
67
REAP Financial Group
Texas
$112K 7,365 -3,350 -31%
SPIA
68
Steward Partners Investment Advisory
New York
$103K 6,782 -1,756 -21%
IA
69
IFP Advisors
Florida
$83.2K 5,482 -763 -12%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$74K 4,862 +4 +0.1%
Comerica Bank
71
Comerica Bank
Texas
$67.6K 4,455 -56 -1%
PWAM
72
Private Wealth Asset Management
Iowa
$57.3K 3,775 – –
PS
73
Principal Securities
Iowa
$54K 3,557 +158 +5%
BFO
74
Biltmore Family Office
North Carolina
$49K 3,226 +3,226 New
SS
75
Sunbelt Securities
Texas
$45.1K 2,759 +579 +27%
1 2
3
4 5